The Soft Landing
The concierge who lands the world's wealthiest families
The visa gets them into the country. You are the one who makes it home.
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What this walkthrough gets you
You will build a private practice that settles wealthy families into a city you know well, handling everything that is not the visa and not the money. You do not need to be wealthy or connected, because the walkthrough shows you how to build the network of advisors who send families to you. It begins for under $3,000, often under $1,000, with no product to build. Eight to twelve families a year is a full practice for one person, and the walkthrough takes you there one rung at a time.
Members only
Walk the whole business, step by step.
This walkthrough and the other 20, for one payment of $99. Every step, every tool with its price, every script and template as a download, and Ray beside you the whole way. New walkthroughs are included for life.
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Every chapter and every step
The full walkthrough · 23 chapters
- Start Here: The Business in Plain Terms
- 1. Reality Check: What This Actually Is (and Isn't)
- 2. Why Right Now: The Window
- 3. The Reframe: You Sell the Landing, Not the Tasks
- 4. Confidence Calibration: Yes, You, Even If You Don't Know a Single Billionaire
- 5. The Model in Full: What You Sell and What a Landing Includes
- 6. Choosing Your City and Your Wedge
- 7. The Skill Stack: What You Must Be Good At
- 8. The Craft of the Landing: How the Work Actually Runs
- 9. Onboarding and the Paperwork: The Commitments and Contracts
- 10. Your Presence: The Discreet Website
- 11. The Tool Stack: Every Layer, Free and Premium
- 12. Pricing and Positioning
- 13. Boundaries and Scope: Protecting the Operation
- 14. Legal and Compliance: The Line in the Sand
- 15. The Client Acquisition Field Manual: Exactly How to Land the First Family
- 16. The Honest Workload Math and the Scaling Fork
- 17. The Part Nobody Likes
- 18. Common Mistakes to Avoid
- 19. Progress Markers: Month by Month
- 20. Case Study: Elena, Month Zero to Month Twenty-Four
- Frequently Asked Questions
- Sources
In Steps · 15 steps
- Set the foundation1Choose your city and name your wedge, then write your one-line positioning.
- 2Draw the line in the sand: you orchestrate, you refer every regulated matter, and you never bend a recommendation for a fee.
- 3Set up the business: entity, secure email and files, the tool stack, and the discreet one-page website.
- 4Assemble your Document Pack so you run a real practice, not a handshake.
- Build the network5Map the roughly thirty advisors in your city, primaries first.
- 6Build the advisor relationships value-first: reach out offering to solve their problem, then give first.
- 7Work your wedge community in parallel, where your shared background is the trust shortcut.
- Win the first family8Run the discovery call: do not sell, show you understand their move better than they expected.
- 9Convert the call into a signed engagement: intake, written scope and fee, letter and first payment.
- Deliver the landing10Do the groundwork before arrival, so the hard things are already solved when they land.
- 11Be their person through the first ninety days: on call, solving problems before they feel them.
- 12Protect trust throughout, and hold your scope warmly but firmly.
- Compound13Deliver three flawless on-ramp landings, your proof and your entire marketing budget.
- 14Price by tier, and raise as your proof and your clientele climb.
- 15Climb: let referrals carry you up, keep feeding the network, and choose your ceiling.
Included
3 downloads, ready to use
- The Document PackFill-in templates to run a real practice: family intake questionnaire, scope-of-work, engagement letter and contract, NDA, vendor-vetting checklist, and referral-partner agreement. Have a local lawyer review the legal clauses before first use.
- The Advisor Network MapThe full annotated list of the roughly thirty advisor roles that touch a relocating family first: what each one cares about, how each helps you, and how you help each of them back. Your pipeline map.
- The Discreet Website KitThe exact one-page structure, copy blocks to adapt, and a tone guide for a website that reassures rather than sells, so you are never staring at a blank page.
Answered inside
Questions this walkthrough answers
- Do I need to be wealthy or already connected to the wealthy? Answer in the walkthrough
- Isn't this just being a fixer or a glorified personal assistant? Answer in the walkthrough
- What if I don't have a diaspora or community wedge? Answer in the walkthrough
- Is this actually legal? It touches immigration and money. Answer in the walkthrough
- How is this different from a corporate relocation company? Answer in the walkthrough
- Can this be turned into an app or scaled big? Answer in the walkthrough
- How do I get clients if I can't advertise to the wealthy? Answer in the walkthrough
- How do I handle referral fees without becoming a sellout? Answer in the walkthrough
- How fast can I make money? Answer in the walkthrough
- What do I do when a landing goes wrong? Answer in the walkthrough
- Do I need to register a business and get insurance to start? Answer in the walkthrough
Your guide inside
Ray walks it with you
Inside every walkthrough, Ray goes through the steps with you. He points out what matters at each step, saves your place when you step away to a tool, and answers the questions people ask most: 22 ready answers for this walkthrough.
Let's build this together, one move at a time. You don't need to be wealthy, posh, or connected; you need to be trustworthy, discreet, and good with people. I'll only jump in when it matters.
- Ask Ray: What is this business, in one plain sentence?
- Ask Ray: I don't know a single wealthy person. Can I really do this?
- Ask Ray: If I'm nobody yet, where do I actually begin?
- Ask Ray: Is this actually legal? It touches immigration and money.
- Ask Ray: Everyone says ‘taste’ and ‘discretion.’ Can I actually learn those?
Direct support
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Members can write to us directly about their ideas and their builds, at
Members only
Walk the whole business, step by step.
This walkthrough and the other 20, for one payment of $99. Every step, every tool with its price, every script and template as a download, and Ray beside you the whole way. New walkthroughs are included for life.
Get every walkthrough · $99Already a member? Sign in